The Zoho Sign application for Pipedrive helps businesses around the world expedite their sales paperwork processing with dynamic and seamless eSignature workflows. Connect your Pipedrive account to Zoho Sign to send documents out for signatures quickly and securely. Manage your documents and track their progress in real-time directly from the hub of your Pipedrive sales.

**Key Features:**

- Send a Zoho Sign Template To Pipedrive Deals or Contacts or Organization Email Id.

- Upload the Pipedrive Documents to Zoho Sign.

- Track the Document Status in Pipedrive Panel.


**How it works:**

1. Open the desired deal or contact from your Pipedrive dashboard.

2. You can then use the Zoho Sign actions to send a template or a document from the hub of your Pipedrive sales for signature or open Zoho Sign to manage the associated document signature request.

3. The Zoho Sign app panel will show the associated document signature request's latest status.

**Prerequisite:**
* Pipedrive Account
* Zoho Sign Account - Enterprise*

**About OAppS:**

Authorized Marketplace app solutions providers. Developed 50+ extensions for many SaaS services and served many customers. Contact us for any extensions/integrations development, please mail us at help@oapps.xyz. We are passionate about creating Outstanding Apps, that Empower Your Business And Lead To Success.

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Zoho Sign for Pipedrive

AI Note-taker by Quil is an innovative tool that effortlessly captures and organizes your notes. Quil records calls, transcribes speakers, generates customizable notes and creates follow up documents all automatically.

**AI Note-taker by Quil allows you to:**
- Search for Pipedrive Deals from Quil
- Connect Pipedrive Deals to Quil Calls
- Push Quil's generated notes directly into a Pipedrive Deal record

By automating these traditionally time-consuming tasks, we liberate your schedule, providing you with more time to connect with prospects. Consider our AI Notetaker as your virtual assistant.

Other use cases

AI Note-taker by Quil

ApiMoon allows you to easily export data from Pipedrive to Google Sheets, Microsoft Excel, and other systems. You can create custom reports, dashboards, and charts, or export data to other platforms, all while leveraging AI to perform advanced data analysis and gain valuable insights.

Why try ApiMoon?
Consider using ApiMoon if you:

Need to export data from Pipedrive for deeper analysis.

Find Pipedrive’s native reporting insufficient for your needs.

Need to share reports across teams or with your entire company.

Want to build custom reports and dashboards with ease.

Want to take your data analysis further with AI-powered chats.

With ApiMoon, you can:

Export data from Pipedrive’s Deals, Persons, Organizations, Activities, Products, Pipelines, Stages, Users, and other objects to Google Sheets, Microsoft Excel, and other targets.

Schedule automatic data refreshes, with flexibility for daily, weekly, monthly, or yearly updates, or even at intervals as short as every 15, 30, or 60 minutes.

Choose from two strategies for data import: replace or append.

Utilize AI-powered Chats to perform custom data analysis, interactively ask questions, and receive insightful responses to better understand your data.

If you have any questions, please reach out to us at support@apimoon.com — we’re happy to help!

apimoon

Bardeen is a productivity tool to automate your repetitive tasks and control your web apps from anywhere.
With a keyboard shortcut, you can create a new Pipedrive contact from LinkedIn, associate an email with a deal, and create notes on the fly.
Bardeen also connects with your favorite web apps such as Google Calendar, Sheets, Gmail, Jira and many others. You can set triggers to move data between apps or use our GET command to save all existing data from one app to another.
Here are the most popular pre-built Pipedrive playbooks to try:

- Create a Pipedrive contact from LinkedIn
- Save email to a Pipedrive deal
- Create a Pipedrive note associated with a contact
- Get social profiles of a Pipedrive contact
- Send a PDF of a Pipedrive report to Slack


Explore our [ultimate guide to Pipedrive workflow automations](https://www.bardeen.ai/posts/pipedrive-automations) to boost your work and stay focused on what’s important.

Bardeen

Beeline connects to your activities using Pipedrive’s API and creates routes for you using our proprietary algorithms.  You can make manual changes to your activities or let Beeline do all the work.

Updates can be synchronized back to Pipedrive, so no exporting or copying and pasting needed.  Routes can also be exported from Beeline and emailed to your drivers.

Beeline adjusts the time of the activity as well as the assigned user. This allows your traveling employees to know the order of the activities for each day. No more staring at google maps for hours.

Beeline will use the address associated with the activity, if none is set we will default to the address of the organization associated with the activity.

Beeline is targeted to work within North America. If you're interested in another region in the world, please reach out.

Manage my projects

Beeline Routes

### Bird CRM makes communicating with businesses as easy as talking to a friend.

Bird helps customers send personalized broadcast marketing campaigns on preferred channels like WhatsApp, significantly increasing the likelihood of engagement. Launch intelligent chatbots in minutes to reduce the support burden on your team. Handoff to agents when necessary and communicate directly with customers from a shared inbox, no matter what channel they're using. Build workflows to connect your data and automate tedious tasks that slow down your team. Connect your Pipedrive workspace with Bird in order to:

- Sync your Pipedrive contacts with the Bird CDP
- Send broadcast blasts to target audiences on Email, SMS, WhatsApp and other popular chat apps
- Trigger workflows and automations within Bird when events happen in Pipedrive
- Launch intelligent chatbots to automate communications with customers
- Receive updates, alerts, and notifications in Pipedrive when important events occur in MessageBird
- Connect to Bird's Inbox product and view updates for assigned conversations

Attract new leads

Qualify my leads

Nurture my leads

Communicate with leads

Bird: Marketing, Sales & Payments

Elevate your Pipedrive experience with Boost.space, the comprehensive data synchronization platform. Seamlessly connect with 1700+ apps, tailoring modules for orders, organization, person, lead, and messages.

Our intuitive interface and no-code toolkit empower you to craft intricate workflows effortlessly, ensuring seamless data synchronization. Connect with popular apps like Salesforce, Mailchimp, Aircall, and more, transforming your Pipedrive efficiency.

Experience the freedom to focus on your business priorities as Boost.space streamlines complex tasks and opens up new integration possibilities. Discover the next level of data synchronization with Boost.space.

**Explore the various ways to integrate Pipedrive seamlessly with Boost.space:**

Streamline team communication by receiving Pipedrive notifications directly on your preferred messaging platform using Boost.space's modules.

Enhance sales efficiency by automatically creating leads, fetching person details, and updating deal information in Pipedrive through Boost.space's specialized modules.

Accelerate deal closures by seamlessly integrating Pipedrive with lead-generating platforms like LinkedIn, utilizing Boost.space's modules for a continuous flow of quality leads.

Manage my accounts

Boost.space

Callingly is a phone system that makes your sales team act faster.

The system integrates with Pipedrive so that as soon as a new lead is detected, it calls your team. All a team member needs to do is pick up the phone, press a button when ready and they’ll be calling the lead.

7 out of 10 customers would buy from the first company to call them back. 
Callingly makes sure that company is always you.

Callingly

Charles provides an all-in-one conversational commerce suite. E-commerce consumer brands and retailers can transform conversations into conversion and strengthen customer satisfaction and loyalty. 

Charles aims at reinventing commerce by merging the worlds of shop systems, CRM tools and messaging apps. Businesses are enabled to sell and engage with customers from WhatsApp, Facebook Messenger and other messaging applications effectively and securely in one central hybrid chat interface.

Thanks to the collaboration between human agents and chatbots, Charles offers numerous features that cover the entire customer journey. It is on a mission to build an intuitive, frictionless and secure platform that offers consumers a seamless shopping experience and helps retailers increase revenue and build better customer service.

Charles

Company VAT Lookup integration with Pipedrive can help streamline your sales process by auto-populating company data using VAT number or company name.  

You can map company data for various fields. Specific data fields vary by country. Data fetched from reliable sources can benefit the sales and marketing teams.

### Official Data Sources
[Australia](https://abr.business.gov.au/) | [UK](https://www.gov.uk/government/organisations/companies-house) | [Switzerland](https://www.uid.admin.ch/) | [Finland](https://www.prh.fi/en/kaupparekisteri.html) | [Norway](https://www.brreg.no/) | [Denmark](https://datacvr.virk.dk/data/)

### Key features

1. **Easy Data Updation:** Add all the information about your clients from various countries using the company name or VAT number in just one click.

2. **Bulk Update:** You have the option of updating multiple customer data with organizations in bulk.

3. **Organization Data Update:** Organization data will be automatically added to your CRM when a new organization is created in the VAT Lookup app.

4. **Data from Official Databases:** The Company VAT Lookup app can help you fetch data from authorized public sources and populate your CRM with data.

5. **Custom data mapping:** The mapping window in VAT Lookup allows you to sync the essential organization data with your CRM easily. For this, select the country from the dropdown menu and map appropriate information of a company located there.

Manage contracts

Company VAT Lookup

Data Integration to/from Pipedrive for cloud data warehousing and analytical reporting. Unify your Pipedrive data for a holistic view of your company. Start using SQL or Microsoft Excel to query your Pipedrive data at the speed of your business.

Connect to dozens of target destinations to enable distributed reporting and integration of your critical Pipedrive data to be consolidated and enriched.

Notify users with combined data from other applications to provide a holistic view of your organization without the need for special coding or long development processes.  

Integrate with Snowflake, BigQuery, RedShift, Azure Synapse and SQL Server databases and more.

Completely self-service or work with the DLH.io customer success team to integrate your data the way you know it needs to be done with our expert support.

Get your data warehouse, data integrations, and data pipelines running in minutes!

Support my customers

DLH.io Data Sync, Automation & Analytics

**Send your documents for electronic signature and track them in real time**

Send your documents and contracts to your customers in a few clicks, directly from Pipedrive. Your prospects can view and sign these documents from any platform and from anywhere. Track the status of your documents in real time from Pipedrive to know if they have opened your email, viewed or signed the document.

**Create and edit your documents directly from Pipedrive**

The integration of Eurosign in Pipedrive allows you to automatically complete your documents with transactional data from your CRM, such as company details, phone number, address... The list of recipients as well as the content of Pipedrive's standard and custom fields will be filled in automatically. Avoid time-consuming tasks!

**Transparent pricing and personalized service**

Eurosign is a solution with competitive rates and high quality service. We are committed to offering a service with prices that are fair and transparent, as well as a personalized and individualized service: our customer support is ultra responsive, available and does everything possible to answer your questions and accompany you according to your needs.

**A fast and secure integration**

The integration between Pipedrive and Eurosign is fast, easy to set up and simple to use with direct access from our cloud application. Once the integration is done and activated, you will only need to create/add your own signature templates.

Connect your favorite tools or easily find new ones

Automate my pipeline and data

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